Order Management uses the same form (OEXOEORD) to allow entry of 'Quotations' and 'Sales Orders', the fields available to quote (Quote Name, Quote Date) will be 'Enabled' under certain setup as mentioned below.
When the quote form is opened, (Navigation > OM Superuser > Negotiation > Quote),
the 'Transaction Phase' field decides if the form is used to enter quote or a sales order. It defaults values as 'Negotiation' for 'Quote Entry' or 'Fulfillment' for 'Sales Order Entry.
The profile OM: Default Sales Transaction Phase and the 'Default Transaction Phase' on the quote type setup decide the defaulting of the 'Transaction Phase'.
Follow the steps below to setup these values to have appropriate defaulting.
1.Remove the value (if any) from the profile "OM: Default Sales Transaction Phase" .
2. Assign a "Fulfillment" value in 'Default Transaction Phase' in 'Transaction Type Setup Form' for those Order Types for Sales Order.
3. Assign a "Negotiation" value in 'Default Transaction Phase' in 'Transaction Type Setup Form' for those Order Types for Quotes.
4. Submit Defaulting Generator against "Order Header" Entity (Do not specify attribute value).
Then the defaulting behavior will be :
(I) When entering sales order form first time, it will default to fulfillment
as transaction phase code.
(II) Then user choose a customer name/number , check if order type gets changed/ re-defaulted Transaction phase code will get re-defaulted according to defaulting rule.
Defaulting rule will find a value from the 'Default Transaction Phase' field in transaction type form for this order type.